Proof of knowledge for entry in the Swiss Client Advisor Register
Are you advising Swiss clients on behalf of a financial service provider that is not subject to prudential supervision in … read more
News
E-learning offering of Fintelligence accredited by the SAAM (Swiss Association of Asset Managers)
External asset managers and their advisors can now participate at Fintelligence’s SAAM-accredited e-learning programs and earn credit points. By doing … read more
VP Bank: Client advisors successfully SAQ-certified with Fintelligence
With Fintelligence as a training and certification partner, VP Bank has successfully certified its client advisors according to the SAQ … read more
Resource resilience for client advisors at banks
The ‚Resource Resilience for Client Advisors‘ training program develops the skills and abilities of client advisors in a targeted and … read more
Fit for FinSA
In light of the introduction of FinSA and FinIA, financial service providers and their employees face new challenges. Targeted profiling … read more
AML and Compliance E-Learning and E-Testing for Financial Institutions
Fintelligence offers E-Learning modules covering key topics of AML and Bank Compliance for employees at banks and asset management companies. … read more
SAQ Client Advisor Recertification: Attractive Online Solution
Fintelligence offers you an efficient and attractive way to recertify your SAQ Certificate ‘Client Advisory Bank’: you will get access … read more
Zuger Kantonalbank: Client advisors successfully certified with Fintelligence
Over the past 15 months, Zuger Kantonalbank has successfully certified its client advisors with Fintelligence as a training and certification … read more
Market Study on Trends in Private Banking 2018 – 2019
Private banking has been undergoing fundamental changes for quite some time. New consulting and pricing models are being introduced, while digitization redefines customer contacts, … read more